All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

MSTY,IWMI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2024-06-25? to Fri 2025-12-12 YTD
Return
TRR
Price
MSTY
×
−38.92%
2025-12-12
1.8 TRR
2025-12-12
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
IWMI
×
+12.96%
2025-12-12
1.199 TRR
2025-12-12
NEOS Russell 2000 High Income ETF Exchange-Traded Fund

Returns

Tue 2024-06-25? to Fri 2025-12-12 Overall
Return
Exponential
Trendline
MSTY
×
−2.70%
−1.85%/yr
+33.17%/yr
(R2=0.185)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
IWMI
×
+19.88%
+13.18%/yr
+5.31%/yr
(R2=0.129)
NEOS Russell 2000 High Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2024-06-25? to Fri 2025-12-12 Start
Value
End
Value
MSTY
×
$10,000.00
2024-06-25
$9,730.27
2025-12-12
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
IWMI
×
$10,000.00
2024-06-25
$11,988.04
2025-12-12
NEOS Russell 2000 High Income ETF Exchange-Traded Fund

Annual Returns

Year MSTY IWMI
2025 (YTD) −38.92% +12.96%
2024 +194.70% +6.12%

Drawdowns

Tue 2024-06-25? to Fri 2025-12-12 Current
Drawdown
Worst
Drawdown
MSTY
×
−57.13% −58.71%
2025-11-21
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
IWMI
×
−0.93% −24.97%
2025-04-08
NEOS Russell 2000 High Income ETF Exchange-Traded Fund